Investment Data Management


Investment Data Management is the foundation of a successful investment enterprise.

Growing revenue, reducing costs, and managing risk all depend upon information. And the ability to meet these objectives is directly related to the quality of that information. The competitive organization understands this correlation and strives to provide decision-makers at every level with a common set of accurate, timely and comprehensive data. However, with multiple sources and a complex infrastructure of systems and processes, investment data management can be a challenging and costly proposition.

Broadridge Investment Data Management streamlines the management of investment data, automating and regulating the flow of information between people, partners, providers and systems. It acts as a hub, receiving, processing, aggregating, evaluating, storing and delivering information when and where it is needed. And, it helps organizations harness, control and leverage information in support of business initiatives.

Broadridge Investment Data Management is an integrated component of the Broadridge Platform, a comprehensive investment management system for public funds, plan sponsors, asset managers, family offices and investment advisors.

Designed with the capital market investment enterprise in mind, the Broadridge Platform promotes organization-wide efficiency and information utilization. It streamlines and automates workflow and manages complex investment data across portfolio management, portfolio accounting and investment reporting functions. The end result is a “single version of the truth” and a standard set of processes to support sound investment management.

The Broadridge Platform is enhanced and supported by expert accounting and operational services. Broadridge provides software and services to some of the largest and most complex investment pools in the world, supporting the management of more than $1 trillion in global assets.

Request more information using the form to the right, and find out how the Broadridge Platform can be leveraged within your organization.

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